Financial Services Professional

4 weeks ago


Oxford, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our client service team, you will play a critical role in building and maintaining strong relationships with our clients, providing personalized investment solutions, and driving business growth.

Key Responsibilities
  • Deepen relationships with existing clients through regular communication and tailored investment advice
  • Gather information and collect suitability information to open new accounts and research portfolio performance
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients
  • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies
Requirements
  • High School Diploma/Equivalent required; Bachelor's degree preferred
  • 3-5 years of relevant experience in securities/financial services industry preferred
  • Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
  • FINRA registrations are required within three months. State insurance licenses are also required
What We Offer
  • A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits
  • Paid time off, including vacation, sick, holidays and personal days
  • A culture of continuous improvement and professional development

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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